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Vanguard Mega Cap Value ETF

326 hedge funds and large institutions have $4.23B invested in Vanguard Mega Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
5.2%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
29
Increased
128
Reduced
100
Closed
26
Calls
$1.92M
Puts
$10K
Net Calls
+$1.91M
Net Calls Change
-$633K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
201
Arkadios Wealth Advisors
Georgia
$496K
WWM
202
Western Wealth Management
Colorado
$489K -$49.9K -492 -9%
JIC
203
Johnson Investment Counsel
Ohio
$487K
KFGK
204
Keystone Financial Group (Kentucky)
Kentucky
$482K +$9.13K +90 +2%
LC
205
Landaas & Company
Wisconsin
$480K +$480K +4,736 New
CA
206
CoreCap Advisors
Michigan
$472K +$77.5K +764 +20%
LFAS
207
Level Four Advisory Services
Texas
$466K -$41.5K -409 -8%
AAS
208
Ameritas Advisory Services
Nebraska
$459K +$1.62K +16 +0.4%
VVP
209
Venture Visionary Partners
Ohio
$454K
WAM
210
Worth Asset Management
Texas
$448K +$443K +4,367 +7,940%
HTC
211
Haverford Trust Company
Pennsylvania
$444K +$200K +1,970 +82%
BB
212
Bell Bank
North Dakota
$413K -$41.6K -410 -9%
CB
213
Cadence Bank
Mississippi
$411K +$1.93K +19 +0.5%
APCM
214
Alaska Permanent Capital Management
Alaska
$411K
VCM
215
Virtue Capital Management
Tennessee
$409K
CA
216
Cresta Advisors
Texas
$407K +$407K +4,016 New
SWP
217
Summit Wealth Partners
Florida
$401K -$52.5K -518 -12%
FFS
218
Founders Financial Securities
Maryland
$393K +$178K +1,756 +83%
PIA
219
Pinion Investment Advisors
Kansas
$388K -$192K -1,893 -33%
MWA
220
Martel Wealth Advisors
Washington
$386K -$61.8K -609 -14%
MSFS
221
Main Street Financial Solutions
Pennsylvania
$379K -$41.2K -406 -10%
WS
222
Wedbush Securities
California
$365K
SAM
223
Secure Asset Management
Michigan
$361K +$24.1K +238 +7%
ANTB
224
AMG National Trust Bank
Colorado
$354K -$31.9K -315 -8%
CW
225
CreativeOne Wealth
Kansas
$352K -$174K -1,717 -33%